DREW CHRISTENSEN

Chief Operating Officer

Phone: 818-436-0939

[email protected]

Professional Details

15+ years investment management experience
Affiliated with Wells Fargo Advisors Financial Network since 2018
Formerly Financial Advisor with Edward Jones and Morgan Stanley, Compliance Officer with Midwest Investment Advisors
Series 7, 9, 10, 31, 66 registrations, variable annuity and life insurance licensed Insurance License 318664 MO

I am the Chief Operating Officer (COO) of Westlake Private Wealth Management. I joined the team with the goal of strengthening our foundation and infrastructure to help us become one of the best practices in the country.

Prior to taking the COO position, I spent years with Risk Supervision as both a Regional Supervisor and a Senior Supervisory Control Specialist. I have partnered with Westlake Private Wealth Management since 2018 and joined the practice in 2022. I possess a strong industry knowledge and have a passion for developing long-term client relationships and problem solving. Currently I am working on running the practice’s day to day activities, providing Financial Advisor guidance, and managing practice risks.

I grew up in St. Louis, MO, believe in a strong family foundation, and am blessed with two wonderful kids Ricky and Tori. I enjoy playing hockey, hiking, cycling, skiing, and traveling as well as being active in numerous charitable organizations which include Pedal the Cause and Friends of Kids with Cancer.

Drew Mount Baldy Hike.

James with his kids.

Previous: Chase

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